Consulting Proposal: 13 Must Have Templates To Write A Killer Proposal

When it comes to consulting, writing a proposal is an essence for a firm. Leave alone consulting firms, documenting a consulting proposal is the lifeblood of every business. Just like food, water and clothes are essential for a livelihood.

Without getting the consulting proposal right, you are useless for your prospective client and a dead meat for your boss.

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Therefore, we bring you 13 must have templates to write a consulting proposal that will get you a definite YES from your client!

13 Must Have Templates For A Consulting Proposal:

What We Heard From You:

This is your introductory slide. Mention what your client is looking for, what do they want and their objective. You must talk about the client’s requirements, otherwise it is just pointless. Remember you are there for your client, not to promote yourself. Include this slide to discuss the need of the client. Get as much knowledge as you can about the client and include every important information in this slide.

Our Offerings to Company XX:

Here comes your role. Answer their questions. How do you solve their purpose? How do you plan to meet their needs? What do you offer to your prospective client to make sure that they have made the right decision to hire you. Keep that in mind, you and your prospective client have already talked about this job at length. Writing a proposal is to give a clear picture to the client about how do you plan to meet their requirements. So be very sure about your offerings and solutions.

Proposed Methodology:

Since you have given the solutions, now show how do you plan to bring those solutions to the table. What methodologies you are going to opt to provide those offerings to the clients. Whether it’s through an industry report, social media, internal data or any other sources.

Content Marketing and Blogging For Product Launch:

You can showcase any marketing plan you have for the product launch. Be it social media activity, outdoor advertising, or content marketing. This is your choice. Showcase you are targeting the right audience with an apt service.

Technical Blogging:

This is also one of the ways to promote products. It is said to be an important tool in the promotion of a new product. You can incorporate this slide to plan a promotional activity for the client’s product. This is basically an add-on service that you are providing to the client.

Engagement Options:

Tell them how your team is going to work on the project. Explain the goal of the team (what) and a plan to achieve the same (how).

Project Wise Breakdown:

List down the task activities to make it clear for the client. Along with it, discuss the anticipated cost so that you and your client are on the same page.

Project Timeline:

Discuss the timeline of the project. How many days will it take to complete each task? Your client should know it since he is paying you for it. Be clear with the timeline.

About Us:

Your client already knows you. But it is not a big deal if you flaunt a bit about yourself at the end of the proposal. Give a brief introduction about your company, key offerings and tools and methodologies that you use to help clients.

Where We Typically Partner With Clients:

Bring your client’s attention towards the main areas of your expertise. Discuss various functions and departments of your organization where you are likely to partner with clients such as competitive intelligence, content writing, investor pitch for fundraising and more.

Client Feedback:

A cherry on the cake would be showcasing client feedback to another prospective client of yours to build a credibility.

Our Team:

Mention the pillars of your organization. Name all those who work with you and make every project successful.

Identify Market Potential of E-commerce Service:

End your consulting proposal with a case study. Add last slide of a work you had done for one of your clients. Showcase the project objective, your approach and methodologies you used to execute the project successfully.

Here is your guide to write a perfect consultant proposal.